Institutional Client Associate

2 weeks ago


Cape Town, Western Cape, South Africa M&G Investments Southern Africa Full time

Embark on a challenging and rewarding career opportunity as an Institutional Client Associate at M&G Investments Southern Africa.

We are seeking a highly motivated and experienced professional to support our client-facing team in managing and servicing institutional clients. The successful candidate will be responsible for developing and maintaining relationships with clients, providing exceptional customer service, and working closely with the investment team to execute business strategies.

The ideal candidate will possess a strong understanding of the institutional market segment and stakeholders, as well as excellent project management and analytical skills. A minimum degree in finance or related field is required, with a CFA level 1 certification or Honours degree being an advantage.

The estimated salary for this role is between R450,000 and R700,000 per annum, depending on experience.

Key responsibilities include:

  • Providing general support to client-facing team members in managing and servicing clients
  • Managing and resolving client and/or consultant queries timeously and efficiently
  • Producing monthly and quarterly portfolio reports and commentary for clients
  • Oversight of the completion and review of due diligence questionnaires for existing and potential clients
  • Collaborating with the investment team to position and gather feedback for client requests

This is a fantastic opportunity for someone who is passionate about asset management and is looking to take their career to the next level.



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